Semiconductor News & Analysis Feed
2893 articles
2026-07-01
digitimes.com
2026-07-01
India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance Ministry's Expenditure Finance Committee (EFC), according to Indian media reports. The development could pave the way for a broader expansion of the country's semiconductor manufacturing ambitions.
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500's daily gain of 0.79%. Elsewhere, the Dow
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel and AMD add $2 trillion in value in Q2 rally
Vlad Schepkov
June 30, 2026 1 min read
INTC
-9.66%
NVDA
+0.71%
MU
-4.71%
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Trading disclosure
Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.
Micron Technology rose over
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MU Stock Alert: What to Know as Micron Commits $250M to Trump Accounts
Wajeeh Khan
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) shares are in focus on Tuesday morning after the memory chips specialist committed $250 million to the Trump Accounts ahead of its July 4 national launch.
Trump Accounts is the administration's newly rolled-out child savings pr
2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Nvidia (NVDA) Teams With Palantir To Bring Sovereign AI To Government
Bailey Pemberton
30 June 2026 3 min read
NVDA
+0.71%
PLTR
+1.38%
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
NVIDIA and Palantir announced a new initiative to deliver secure, sovereign AI infrastructure for U.S. government and critical industries.
The coll
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes
Luke Juricic
June 30, 2026 4 min read
2330.TW
0.00%
NVDA
+0.71%
TSM
-4.25%
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Trading disclosure
Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) is accelerating development of a next-generation AI chip packaging technology called CoPoS that shifts production from round 12-inch wafe
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Billionaires Appear to Be Unloading Nvidia and Loading Up on This TSX Stock
A person stands in front of several doors representing different U.S. stock options for Canadian investors.
Joey Frenette
June 30, 2026 4 min read
NVDA
+0.71%
BN
-0.39%
Written by Joey Frenette at The Motley Fool Canada
Nvidia (NASDAQ:NVDA) shares have been quite the generational builder of wealth over the past five year
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds
Nauman Khan
June 30, 2026 1 min read
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
MRVL
-7.45%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall Street
Artificial intelligence traded higher Tuesday, helping pu
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
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Trading disclosure
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Texas Instruments (TXN) Drops From Value Indexes And Joins Russell Top 50
Bailey Pemberton
June 30, 2026 4 min read
TXN
-3.36%
Trade TXN on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Texas Instruments (NasdaqGS:TXN) has been removed from several value and defensive indexes
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Urmimala Biswas
June 30, 2026 4 min read
2330.TW
0.00%
NVDA
+0.71%
TSM
-4.25%
Explore stocks on Coinbase
Trading disclosure
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates streng
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
/C O R R E C T I O N -- CIQ/
PR Newswire
June 30, 2026 4 min read
NVDA
+0.71%
Trade NVIDIA on Coinbase
Trading disclosure
In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are a
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.
Gerelyn Terzo
June 30, 2026 4 min read
NVDA
+0.71%
SMH
-3.78%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA's Q1 Fiscal 2027 Data Center revenue surged 92% and net income jumped 211% YoY, yet the stock has gained just 6.2% in 2026 so far.
SMH has surged 75% YTD while NVDA lags, held bac
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
+0.71%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
How Index Shift To Growth And NVIDIA Partnership At Penguin Solutions (PENG) Has Changed Its Investment Story
Sasha Jovanovic
June 30, 2026 3 min read
PENG
-7.38%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
In late June 2026, Penguin Solutions, Inc. was reclassified across several Russell benchmarks, moving out of value indices and into multiple growth-focused indices while also unv
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
Alex Sirois
June 30, 2026 3 min read
SNDK
-7.26%
MU
-4.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron crushed Q3 estimates by 18%, generated $18 billion in free cash flow, yet trades at only 9x forward earnings.
SanDisk's 26-bagger rally masks a $1.64 billion net loss, a 10% sequential consumer sa
2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
30 June 2026 2 min read
MU
-4.71%
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.
The upward trend
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings esti
2026-07-01
news.google.com
2026-07-01
Yahoo Finance